Vacancies at Sanlam

There is a marked influx of people moving to the region and we expect this trend to continue for at least the next decade. It is therefore a strategic growth area for Sanlam Private Wealth, and the successful candidate will drive this growth by tapping into his or her local networks of brokers, advisers and direct client base.

What will you do?

MANCO ROLE

• Contribute to the formulation of company strategy
• Take ownership of company values and objectives at regional office level
• Implement business strategic initiatives within the region (George and Knysna)
• Contribute to the success and profitability of Sanlam Private Wealth
• Represent Sanlam Private Wealth as and when required

MANAGEMENT ROLE

• Take full responsibility for profit, budget and inflow targets
• Drive the company culture and goals

Manage the investment process within the regional office:

• Ensure compliance with respect to the model investment portfolios
• Ensure employees who trade adhere to the rules of the company and the JSE
• Assume responsibility for the regional office profit and loss including revenue and expense management

Manage the day-to-day running and administration of the regional offices:

• Determine and manage relationships with the Branch Service Managers and jointly with the COO
• Perform the review and approval function in a number of administrative and internal control processes

Assume responsibility for the regional office distribution strategy:

• Source new clients for regional offices
• Agree and manage working relationships with the various Sanlam and other distribution channels
• Assist portfolio managers with servicing their existing clients
• Manage and integrate portfolio management, wealth management and fiduciary and tax services within the regional offices
• Manage and recruit employees

What will make you successful in this role?

• Client focus
• Excellent leadership skills
• Results driven
• Innovative
• Collaborative

Qualification And Experience

• Proven leadership skills
• Excellent understanding of the stockbroking, investment and wealth management industry
• Eight years’ experience in the industry
• Tertiary qualification with CFA/CA/LLB an advantage
• Regulatory examination for a Key Individual RE 1 and 3 applicable to category II FSPs

Knowledge And Skills

• Proven knowledge and understanding of financial markets
• Knowledge of the trading environment
• Computer literacy
• Established networks in the Garden Route

Personal qualities

• Strong numerical orientation
• Highly organised with a high level of customer focus
• Accurate and detail orientated
• Critical and analytical capability
• Ability to perform well under pressure and show maturity, confidence and resilience
• Excellent listening, communication and interpersonal skills
• Pro-active approach to work, clients and problem-solving
• Learning agility and curiosity
• Assertive
• Passionate ownership for results

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What will you do?

The following outcomes will be expected to be achieved by the Data Analyst:

Data Preparation

• Acquire data from various data sources and combine & transform data into interpretable datasets, reports or dashboards
• Assess the effectiveness and accuracy of new data sources and data gathering techniques
• Extend the company’s data with third party sources of information when required
• Process, cleanse and verify the integrity of data used for analysis
• Perform data profiling of data contained in source systems
• Provide detailed analysis of all data implemented into the database
• Provide the data mapping and associated transformation rules for each data item
• Ensure that the business requirements and subsequent development activities are supported by accurate information. 

Analysis and Visualisation

• Interpret data, analyse results using analytical techniques and provide analytical models, reports and/or dashboards
• Mine and analyse data to drive optimisation and improvement of product development, marketing techniques and business strategies 
• Select features, building and optimising classifiers using machine learning techniques 
• Use predictive modelling to increase and optimise customer experiences, generation & targeting and other business outcomes 
• Identify, analyse, and interpret trends or patterns in complex data sets
• Use data to answer key questions about the business.
• Support and maintain the project data models at multiple levels of detail and functionality (conceptual, logical, normalised, relational, dimensional, application level, subject-level, integrated, etc.)
• Eliciting technical/system rules to assist Data Modelers to draw up detailed data models and technical mapping.

Stakeholder Engagement

• Work directly with management and other business users to gather requirements, provide status updates, and build relationships
• Present information using data visualisation techniques
• Lead facilitation requirements gathering workshops with the business
• Lead collaboration with internal and external stakeholders to analyse information needs, functional requirements and business processes 
• Responsible for systems process analysis, design and simulation. Assists in conducting mapping sessions with business units to facilitate process enhancement and change in terms of business strategies. Has reasonable understanding of organisation's business systems. Focus is on process analysis and re-engineering, with an understanding of business and technical problems and solutions as they relate to the current and future business environments. Assists in facilitating quality improvement interventions.

What will make you successful in this role?
Qualifications and experience

• Diploma/ Bachelor’s degree (Information Systems; Statistics; Data or Computer Science; Engineering) or equivalent required
• 5+ years of experience performing data analysis with proven functional experience in analytics, data visualisation and/or reporting
• Experience working with Business Intelligence and reporting packages (like SAP Lumira, SAP Web Intelligence)
• Adept at queries, report writing and presenting findings for stakeholder use
• Experience working with data in various data sources and databases (like MS SQL, DB2, Hive, Impala, Teradata, Netezza, File Sources, XML, JSON etc)
• Ability to translate business requirements into non-technical terms
• Experience querying databases and using statistical computer languages when managing data: (e.g. R, Python, SQL, etc.) advantageous
• Knowledge and experience in statistical and data mining techniques (e.g. GLM/Regression, Random Forest, Boosting, Trees, text mining, social network analysis, etc.)
• Knowledge of a variety of machine learning techniques such as clustering, decision tree learning, artificial neural networks, etc. and their real-world advantages and drawbacks.
• Ability to comply to and manage data assets under strict governance framework
• Ability to work with data profiling, data quality and reference data toolsets advantageous
• Experience in agile development advantageous
• Business experience in financial services required. 
• Business experience in Investments will be advantageous.

Competencies 

• Client focus 
• Cultivates innovation 
• Collaborates 
• Being resilient 
• Drive results 
• Decision Quality: Making good and timely decisions that keep the organization moving forward.
• Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences. 
• Ensures Accountability: Holding self and others accountable to meet commitments.
• Business Insight: Applying knowledge of business and the marketplace to advance the organization’s goals.
• Balances Stakeholders: Anticipating and balancing the needs of multiple stakeholders.
• Manages Ambiguity: Operating effectively, even when things are not certain, or the way forward is not clear.
• Nimble Learning: Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder.
• Action Oriented: Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.

Attributes

• Assertive
• Honesty, integrity and respect
• Teamwork
• Can-do attitude
• Performance driven

Qualification and Experience

• Degree or Diploma with 4 to 6 years related experience.
• Knowledge and Skills
• Systems process analysis
• Business requirements
• Business process mapping
• IT governance, compliance and quality improvements
• Technologies
• Personal Attributes
• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Business insight - Contributing independently
• Optimises work processes - Contributing independently
• Build a successful career with us
• We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

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What will make you successful in this role?
Output/Core Tasks:

Business Shared Services environment is divided into three divisions, a call centre a front office and an administration division that deals with all other types of communication and correspondence from our customers.  

You will be responsible for providing professional and effective services to brokers, advisors and customers; meeting customer’s expectations, particularly in terms of quality and time-lines in compliance with the company’s  standards.

Effectively deal with all client e-mails/faxes; investigating, and ensuring resolution of client policy service enquiries

Role Requirements:

Qualifications:

• Matric/Grade 12 with Mathematics not Maths Literacy
• Relevant business degree/diploma from a well-recognised institution will be an advantage 

Knowledge and Experience: 

• Policy services administration experience within a financial company is highly recommended. 
• Call Centre experience will be to your advantage. 
• Ability to communicate fluently in English and Afrikaans is a requirement. 

Competencies:

• Must have passion for customer services
• Strong communication skills
• Aptitude to identify and solve problems
• Capacity to manage information
• Very good Interpersonal skills
• You must have Integrity and hold respect for others

Computer literate

Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing dependently
• Customer focus - Contributing dependently
• Collaborates - Contributing dependently
• Being resilient - Contributing dependently
• Drives results - Contributing dependently
• Turnaround time

Should you not hear from us 4 weeks after the closing date (31 October 2022), please assume that your application has been unsuccessful.

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What will you do?

Key Responsibilities:

• The successful applicant will be part of the core, management team and will be responsible with the Strategic Client Relations Manager for the success of the business
• This management position is responsible for a portfolio of clients. The Associate Client Relations Manager accepts total responsibility for the relationships and administration of the retirement funds within this portfolio (with limited supervision).  The relationships include those with Employer and Member Trustees, Union representatives, Employer HR, Employees, Staff, other Service providers, Consultants etc.
• Deliver excellent client service (strategic and operational) to all stakeholders e.g. Board of Trustees, Principal Officers, Consultants, HR Managers, Brokers and Members
• Contribute to the profitability of the company through management of income, negotiation of annual fees and identification of opportunities for growth
• Provide effective written and verbal communication to all clients e.g. through presentations, providing of trustee and claims reports, new entrant and switch certificates and benefit statements
• Attendance of trustee meetings and sub-committee meetings related to the portfolio of clients – this could include travelling
• Identify client needs. Set targets and take accountability for the monitoring and achievement of performance objectives as indicated in Service Level Agreements
• Maintain, improve and develop internal business processes to ensure effective service delivery
• Nurture and build strong relationships with clients
• Maintain and strengthen relationships with internal departments in order to resolve queries

What will make you successful in this role?

• Matric/Grade 12 (with Accounting and/or Mathematics)
• Relevant degree/diploma preferred
• 6 years employee benefit experience with at least the last 3 years spend in a similar role, ideally with exposure to client/Board of Trustees
• Three to 5 years Proficiency in MS Office (Word, Excel and Outlook)
• SA Drivers license (own transport)

Knowledge and Skills

• In depth knowledge of the Retirement Fund Administration Environment
• In depth knowledge of the Pension Funds’ Act
• Proficiency in MS Office (Word, Outlook, Excel, Power Point)
• Ability to formulate, interpret, implement and improve business processes
• Ability to communicate and build relationships effectively at all levels of business i.e. from administrative staff to executive level
• Able to handle difficult clients and resolve client matters telephonically & face to face
• Able to handle conflict and displays assertive demeanour when necessary
• Report writing skills
• Presentation skills
• Speaking Afrikaans would be an advantage
• Good negotiation skills
• Focus on providing high quality client service
• Strong attention to detail and proactive attitude
• Strong ability to organize and prioritize
• Strong results and delivery focus
• Solid project and time management skills
• Ability to work independently
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Ability to collaborate and pull information together
• Proactive and a team player 

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independently
• Optimises work processes - Contributing independently

Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities

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The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

• Lead with courage
• Serve with pride
• Care because we respect each other
• Act with integrity & accountability
• Grow value through innovation & superior performance

What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework. 
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

Class of Business (COB):

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification & experience

• FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least one years’ work experience within sales or marketing

Technology requirement:

• A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.

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What will you do?

• Maintain regular contact with key accounts by calling and negotiating prices, promotions and/or services. Maintain excellent communication link with distributors/major chain stores, meeting with them and Head office regularly. 
• Control and pay out rebates. 
• Produces quarterly reviews and submit regular reports to management. 
• Ensures distributors /Key Accounts have latest price lists at all times.
• Marketing, positioning and development to enable business growth and sustainability.
• Manage Key Accounts to enhance business quality, sustainability, and profitability and profitability.
• Identify and acquire prime market opportunities and Key Accounts. 
• Build strong and sustainable business relationships through Key Account Management Strategy. 
• Activity, productivity and performance management of Sales Managers 
• Vesting Branch Manager, Sales Manager and Financial Advisors in Key Accounts 
• Stakeholder management and engagement both internally and externally. 
• Business development and unearthing of new sales and business opportunities. 
• Identify and facilitate up and cross- selling opportunities within the Group and Sanlam Sector 
• Enablement of long- term growth, sustainability, market presence and affinity in the SRM (Sanlam Retail Mass) sector.
• Undertake appropriate planning for new and Key Account. 
• Co-ordinate and direct sales and market initiatives. 
• Conduct Market research and provide guidance in terms of current and future business opportunities.
• Ensure adherence to legislative requirements, Sanlam and Key account processes, procedures and policies. 

Qualification & experience 

• Degree (must have 2-3 years’ experience in Key Account Management or Market Development) or Matric (must have 4-5 years’ experience in Key Account Management or Market Development)

What will make you successful in this role?

• Key Account Management
• Key Account Negotiation
• Review, reporting and trend analysis
• Product and pricing knowledge

Knowledge and Skills

• Key Account Management
• Key Account Negotiation
• Review, reporting and trend analysis
• Product and pricing knowledge

Personal Attributes

• Business insight - Contributing through others
• Plans and aligns - Contributing through others
• Decision quality - Contributing through others
• Interpersonal savvy - Contributing through others

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

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Business Description:

The Sanlam Individual Life (SIL) New Business Underwriting team plays a pivotal role in ensuring a long-term mutually beneficial relationship between the client and Sanlam.  As a Life Underwriter you will be responsible to analyse the medical and financial risk of our clients.

Position Description:

• Through a structured training program, the Trainee Life Underwriter will learn about our underwriting philosophy, business unit products, strategies and options available to our clients.
• The training will begin by handling renewal business under the supervision of a Life Underwriter and will progress to assess new business cases.
• The Trainee Life Underwriter will develop critical underwriting skills through classroom, independent and on-the job training.
• With long-term commitment and perseverance, the Trainee Life Underwriter can progress to senior positions within the underwriting environment.

Primary duties:

Trainees will be taught the following underwriting skills:

• Risk assessment by gathering and reviewing information based on occupation, medical, part-time activities and financials of clients and companies.
• Assess risk from Personal and/or Business cover.
• Assessments based on Actuarial mortality.
• Establish, support and maintain effective relationships with clients.

Requirements:

The ideal candidate will desire a position that is both analytical and marketing-orientated and must be in possession of:

• Matric with Life Science & Mathematics
• Recent completion of or to be completed in 2022 a Medical qualification (eg. Nursing; Physiotherapy; Radiology) or Financial studies.
• Applying medical and/or financial studies to:
• practical evaluation of various risks
• use medical and/or financial learnings or practical experience in a corporate environment
• learn other risk factors, related to occupational, part-time hobbies and financial risks.
• A good understanding of interpreting medical and/or financial information will be advantageous.

IMPORTANT NOTICE

• South African citizenship
• Newly graduated, end of 2022
• Confirm current studies and completion year
• Include proof of relevant qualification and/or;
• Include most recent results OR latest results of above-mentioned subjects

Sanlam Core Competencies:

• Drives Results
• Collaborates
• Customer Focus
• Cultivates Innovation
• Resilience

Key competencies for success:

• Analytical skills & Problem solving orientation
• Concern for accuracy
• Agility – constant changing environment
• Continuous learning
• Excellent Communication skills (verbal and written) in order to handle telephonic enquiries
• Team player

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Closing date

•  28 October 2022